WealthManagment.com Daily Memo
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Wealth Management Daily Memo

MARCH 12, 2018

HIGH NET WORTH

Passports Are Now Valuable Commodities

David H. Lenok

Buying desirable citizenship is all the rage among the UHNW.

FULL ARTICLE

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INDUSTRY

UBS Wealth Management Is Growing But Margins Are Under Pressure

Michael Thrasher

New money is not finding its way to the Americas business.

FULL ARTICLE

TECHNOLOGY

Technology’s Impact on the Client Experience

James Capps

Fintech tools like robo advisors should not be viewed as competition; they actually help advisors and clients better communicate and interact.

FULL ARTICLE